This might help you with the clowns. I have rules

Do not give me documents until you have all that I need together. Use the checklist I have provided to insure that nothing is overlooked. I don't take documents piecemeal. Returns are completed on a first received first done basis. I will contact you if I have any questions. I don't do your records keeping for you. Complete the worksheets I have provided. Don't send any receipts or invoices unless asked for.

There are others but this is the start of my process. My clients have been well-trained, over the years. I don't use any of questionaires or checklists the program provided. They are not specific enough. I have created a set, of which, I provide to the client based on their specific tax needs.

I am considering writing a manual on how to set up and run a tax business.

Can hardly wait to see IronMan's post on this one.